Special Recognition

The Vantage Point Financial Team Has Picture Day

September 6, 2019

In early September, the Vantage Point Financial Team took new headshots and group pictures for our website. We had such a fun time both in front of the camera and behind the scenes. We appreciate Nicole from Photo Fabulous You for helping us look our best! 

For more information on Photo Fabulous You, please click here

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Congratulations to Ashley for her nomination to InvestmentNews 40 Under 40!

June 17, 2019

I am thrilled to announce that the InvestmentNews’ editorial team has selected our own Ashley Ott as one of the 40 Under 40 Young Professionals Leading the WayInvestmentNews (the leading provider of news, data, research, and events for financial advisers) nominates advisers each year for this distinction based on accomplishments to date, contributions to the industry, leadership, and promise. 

Many of you have known Ashley since she joined Vantage Point Financial seven years ago as a client services administrator.  I could see right away how special she is in terms of her warmth, positive outlook, generosity, fun spirit, intelligence, and her commitment and desire to do whatever it takes to provide exceptional service.

She learned fast and earned her CERTIFIED FINANCIAL PLANNERTM professional certification in 2015. She also occasionally taught finance in the undergraduate program in the Questrom School of Management at Boston University, became a partner in 2017, and acquired part-ownership of Vantage Point Financial in 2018.  All before the age of 30.

Ashley has been asked several times to tell her story at various financial adviser conferences around the country and is now seen nationally as a role model to other young advisers looking for direction on “how to do it.” 

She is deeply involved with the community as a board member of The Second Step (an organization that helps survivors and families of domestic violence), assisting as a hockey coach to young women in high school, and fundraising for charity by running the Boston Marathon.

Out of tens of thousands of advisers, 1,000 young advisers are nominated each year, and 40 are chosen to be recognized.  We are so proud of Ashley and welcome you to join us in recognizing and congratulating her for this achievement!

If you want to send congratulations, please take a moment now to comment on my LinkedIn post! I know she’ll be thrilled to hear from you!


2019 InvestmentNews 40 under 40 List:  Nominations were solicited from InvestmentNews readers and financial planning industry professionals. Nominees must be 39 or younger and are judged, by the editors of InvestmentNews, on their accomplishments, industry contributions, leadership, and promise (i.e., passion, enthusiasm, and ideas). Approximately 1,000 advisors were considered; 4 percent of candidates were named to the list. Individuals were selected based solely on the subjective opinions of InvestmentNews editors, and selection is not indicative of the advisor’s future performance. Your experience may vary.  For more information visit www.investmentnews.com/section/40-under-40.

40 Under 40

“Congratulations to Ashley Ott on being recognized by InvestmentNews as one of the remarkable professionals who represent the future of our industry,” said Wayne Bloom, CEO of Commonwealth Financial Network.